overview
When I joined the Microsoft Dynamics 365 Customer Insights team, it had just started getting a UI off the ground since being separated from PowerBI and becoming a stand alone web app. One of the first problems I tackled was stabilizing the Information Architecture based personas and user journeys.
my role
I worked as the primary designer for this experience with input from my design team as well as my direct manager and PM representatives from our larger product team. My design team consisted of myself, another interaction designer and content designer.
challenges
Balancing abstract user personas with key business features
Considering platform-wide consistency while understanding the unique product needs
Unraveling and understanding complex data administration systems
Research & planning
methods
Platform consistency analysis
Competitive analysis
Persona building interviews
Experience mapping
User journeys
Design
Tools used
Figma
Azure Dev Ops
Process
We went through several iterations balancing the requests from the PM team with the user journey maps we developed through our persona interviews and the short timeframes we were facing at the end of our ramp up to GA.
Since the product had only been in preview and all of our users had been hand-walked through the product by Microsoft representatives, we struggled to help the PMs understand the need for an uncomplicated and better organized navigation experience, but once they saw our proposals and how they were tied to business objectives they agreed to implement the changes.
Delivery & Implementation
strategy
Since we were running on short deadlines, we did T-shirt sized iterations for the changes we presented. Ultimately, we had a first round of changes implemented and then rolled out a second set of changes the following sprint.